Ron Ransom, host and American Endowment Foundation CEO, talks with a variety of guests to create a unified voice across the industry as they discuss best practices and smart strategies that can expand philanthropy for charities, build legacies for donors, and increase AUM for financial advisors.
Today’s episode has Chayce Horton, Associate Director of Wealth Management at Cerulli Associates, unpacking the latest policy shifts surrounding inheritance tax. As the Great Wealth Transfer gains momentum, Chayce shares how it may influence policymakers—whether as a tool to address national debt or as a catalyst for broader changes in legislative thinking.
Ron and Chayce also take time to highlight key policy updates and give insights that can help advisors navigate this evolving landscape.
Let’s talk policy shifts and inheritance tax.
Listen now or download wherever you get your podcasts.
16 Sept 2026
Ultra-High-Net-Worth Research and Content
On today’s episode, Ron Ransom is joined by Tara Kehoe, Library Manager at the Ultra-High-Net-Worth Institute where they do a deep dive into UHNW research and content. Tara plays a key role in shaping the Institute’s professional standards and content strategy, which makes her the perfect guest to share trending topics, high-demand resources, and what subjects matter most to today’s ultra-high-net-worth audiences.
Let’s talk UHNW research and content.
Listen now or download wherever you get your podcasts.
Visit their website: www.uhnwinstitute.org
Glossary of common terms: https://www.uhnwinstitute.org/wealthesaurus/
2 Sept 2026
Compilation: Episodes 23-25
This week’s episode is a compilation of the last 3 releases.
Listen to Jessie Krafft, President and CEO of CAF America explore the evolving landscape of crisis giving and take a closer look at insights from the World Giving Report.
Joe Crome, Head of Business Development for the CAF American Donor Fund at the Charities Aid Foundation focuses on Dual Qualified Donor-Advised Funds and the similarities and differences between charitable giving in the U.S. and the U.K.
And Paul Caspersen, Program Director for the CAP® Program and the Center for Philanthropy at The American College of Financial Services, discuss DAF Accreditations and Certifications.
Each episode covers a lot and provides insights that help expand philanthropic strategies and best practices.
Enjoy all 3, all in 1 episode.
Listen now or download wherever you get your podcasts.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
5 ratings
Spotify
5.0 / 5
1 ratings
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